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The Spend Report

From the library

The 47-Question Agency RFP Template

The working interview script for evaluating a paid ads agency, structured across the four meetings of a real diligence process.

Use this template across four meetings, not three. Compressing the diligence timeline favors the agency's sales process and hurts your decision quality. Each section corresponds to a meeting; each question is there because the answer (or the way the answer gets given) tells you something about how the engagement will run.

What is inside

  • Meeting 1: discovery
  • Meeting 2: the proposed approach
  • Meeting 3: the team and operations
  • Meeting 4: references and contract
  • How to score the answers

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